Financial Industry Promotional Giveaway Case Study

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First National Bank approached Proforma about supplying promotional giveaway items to celebrate the grand opening event of a new branch that was set to take place in less than three weeks. The bank was looking for high-end quality items within their budget. Bank executives were concerned about other grand opening logistics and turned to Proforma to manage the process.

First National Bank wanted to provide items for three target customer bases – those using the drive-thru teller option, corporate business professionals and university students. Proforma identified three tiers of products and provided samples within 24 hours. Once the final product decisions were made, Proforma streamlined the process of submitting artwork and ordering the products; maintaining a trouble-free ordering process for the bank.

The bank selected checkbook covers, portfolios, car coasters, stone desk coasters and leather wrapped tumblers, all of which arrived in time to be given away on their scheduled days. First National Bank was so pleased with the results that they made Proforma their primary promotional product source. After all the items arrived, a bank executive told Proforma, “You’re my hero!”

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Energizing Your Next Tradeshow or Conference

Siemens Energy, a major player in the generation, transmission and distribution of power throughout the world, turned to Proforma for a way to draw attendees to the company’s presentation during an energy conference in Washington, D.C.

Proforma developed the theme of ‘energizing’ the audience while they listened. Thinking out of the box, Proforma suggested a custom energy drink with a custom invitation card inviting them into the room. Cans were distributed during the conference and recipients were encouraged to attend.

Siemens went to the trade show with 1,000 cans in hand, anticipating that they would only need 500. The client was pleasantly surprised when all 1,000 cans were handed out and there was standing room only during the presentation. The energy drink provided attendees a boost to get them through the day and into the presentation. The custom energy drink went over so well that Siemens went on to place several reorders for offices throughout the U.S.

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